Matthew Mark Glatt

Current Employers

Employment History

• 07/2011 → 01/2022
  Flp Financial Group
  Cheshire, CT
• 01/2016 → 01/2024
  Cwm, Llc
  Cheshire, CT
• 11/2020 → 11/2020
  Cetera Advisor Networks
  El Segundo, CA
• 10/2012 → Present
  Flp Properties, Llc
  Cheshire, CT
• 01/2009 → Present
  Pbf Partnership, Llc
  Naugatuck, CT
• 03/2011 → 01/2022
  Flp Accounting And Tax, Llc
  Milldale, CT
• 02/2021 → 01/2022
  Flp Insurance, Llc
  Cheshire, CT
• 01/2022 → Present
  Nesso Insurance, Llc
  Milldale, CT
• 01/2022 → Present
  Nesso Accounting And Tax, Llc
  Milldale, CT
• 01/2022 → Present
  Nesso Wealth
  Milldale, CT
• 01/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2016-01-19 → 2023-12-31
  Cwm, Llc
  Cheshire, CT
  Milldale, CT
• 2013-11-20 → 2015-12-31
  Osaic Institutions, Inc.
  Meriden, CT
  Meriden, CT
  Cheshire, CT
• 2012-01-25 → 2013-11-20
  Harvest Capital Advisors, Llc
  Cheshire, CT
  Cheshire, CT
• 2006-01-26 → 2012-01-26
  Osaic Services, Inc.
  Cheshire, CT
  Lakeville, CT
  Naugatuck, CT
  Southbury, CT
• 2001-03-07 → 2006-01-26
  U.S. Financial Advisors
  Southbury, CT

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2001 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: NESSO ACCOUNTING AND TAX, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: INDIVIDUAL AND BUSINESS TAX PLANNING AND PREPARATION START DATE: 3/2011 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: MANAGE THE DAY TO DAY ACTIVITIES OF THE FIRM AND PREPARE TAX RETURNS 3. NAME OF OTHER BUSINESS: PBF PARTNERSHIP, LLC INVESTMENT RELATED: NO ADDRESS: 35 ELM STREET, NAUGATUCK, CT 06770 NATURE OF BUSINESS: RENTAL REAL ESTATE START DATE: 1/2009 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COLLECT RENT FOR RENTAL PROPERTY AND PAY EXPENSES 4. NAME OF OTHER BUSINESS: FLP PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: 555 HIGHLAND AVE, CHESHIRE, CT 06410 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COLLECT RENT FROM TENANTS AND PAY EXPENSES 5. NAME OF OTHER BUSINESS: NESSO INSURANCE, LLC INVESTMENT RELATED: NO NATURE OF BUSINESS: PROPERTY AND CASUALTY INSURANCE START DATE: 2/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: CEO BRIEF DESCRIPTION OF DUTIES: MANAGE BUSINESS 6. NAME OF BUSINESS: NESSO SENIOR BENEFITS, LLC INVESTMENT RELATED: NO NATURE OF BUSINESS: MEDICARE BENEFITS START DATE: 1/1/2022 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: CEO BRIEF DESCRIPTION OF DUTIES: FINANCIAL STATEMENT PREPARATION 7. NewEdge Advisors, LLC; DBA Nesso Wealth, LLC. {RIA} - Investment Related- Investment Advisor Representative - Start: 01/2024 - at reported business location. 8. Nesso Accounting and Tax, LLC; Not investment related, but may refer or recommend investment advisory services - Tax return Preparation and bookkeeping services - Staff Accountant - Start: 06/2022 - 10% - 20% of my time during trading hours is devoted to this activity - Preparing individual and business tax returns during tax season. 9. Nesso Insurance: Life/Health Insurance Agent - Not investment related activity - Life and health sales - Insurance Agent - Less than 5% of my time is devoted to this activity during trading hours. 10. Nesso Group; Insurance Licensed Representative - 409 Canal Street, Milldale, CT 06467 - not investment related - Review insurance needs with clients and facilitate quotes, application and executed documents for client's signature - 2 hours per month re devoted to this activity.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-08

Designations

Other Names

• Matt Glatt